You are here: Home / News and Trends: Brazil

Flow Report – Mexican Mutual Fund Manager (OFI) Investments in Cross-Border Funds and ETFs – December 2017

January 15, 2018 by

Excel workbook detailing inflows / outflows of Mexican mutual funds into international funds and ETFs. Includes names of all funds and ETFs as well as amounts invested in each. Data as of December 31, 2017.

Companies mentioned in this report: Aberdeen; BBVA; BlackRock; BNP Paribas; Deutsche; EDM; ETF Securities; Fidelity; First Trust; Franklin Templeton; Global X; Goldman Sachs; Guggenheim; Henderson; iShares; JP Morgan; Julius Baer; MFS; Nomura; PIMCO; Pioneer; PowerShares; Principal; ProShares; Robeco; Santander; Schroders; State Street; United States; Commodity Funds; Van Eck; Vanguard; WisdomTree; Actinver; Sura; GBM; Vector; Interacciones; Finaccess; Franklin Templeton; Compass; Intercam; Principal; Nafinsa; Old Mutual; HSBC; Scotia; Invex; Ixe; BBVA; Valmex; Santander; Banamex.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Mexico, Private, Quantitative Analysis Tagged With: , , , , , , , , , , , , , ,

League Table – Assets Gathered by Cross-Border Managers & ETFs Sponsors – Mexican OFI Market – December 2017

January 15, 2018 by

Excel workbook detailing assets gathered by cross-border fund managers and ETFs sponsors in the Mexican mutual funds market (OFIs). Data as of December 31, 2017.

Companies mentioned in this report: iShares; Vanguard; State Street; Franklin Templeton; Aberdeen; Schroders; BlackRock; Principal; PowerShares; MFS; WisdomTree; Goldman Sachs; Robeco; Henderson; Fidelity; JP Morgan; Deutsche; Julius Baer; Pioneer; Santander; Nomura; First Trust; Van Eck; ProShares; Guggenheim; Global X; PIMCO; BBVA; United States; Commodity Funds; ETF Securities; BNP Paribas; Banamex; Santander; Actinver; Valmex; Scotia; Sura; Franklin Templeton; Principal; BBVA; Ixe; GBM; Finaccess; Invex; HSBC; Vector; Compass; Old Mutual; Intercam; Interacciones; Invercap; Monex; Nafinsa.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Mexico, Private, Quantitative Analysis Tagged With: , , , , , , , , , ,

Vanguard names sales executives to Mexican team

January 15, 2018 by

Among the hires was sales consultant Denise Casellas, formerly with Sura Asset Management and Santander Asset Management. 

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Mexico, News and Trends, Private Tagged With: , , , , , , , , ,

Holdings Report – Mexican Mutual Fund Manager (OFI) Investment in Cross-Border Mutual Funds and ETFs – December 2017

January 15, 2018 by

Excel workbook detailing Mexican mutual fund allocations to global fund managers. Includes names of all funds as well as amounts invested in each. Also included is a breakdown of offshore allocations by asset class. Data as of December 31, 2017.

Companies mentioned in this report: AllianceBernstein; Aberdeen; Actinver; Amundi; Axa; BBVA; BlackRock; Compass; Deutsche; Direxion Shares; Exane; Fidelity; First Trust; Franklin Templeton; GAM; Global X; Goldman Sachs; Guggenheim; Investec; iShares; Janus Henderson; JP Morgan; Lyxor; Man; MFS; Moneda; Morgan Stanley; Natixis; Old Mutual; Pictet; PIMCO; PowerShares; Principal; ProShares; Robeco; Santander; Schroders; State Street; Union Bancaire Privée; Van Eck; Vanguard; Wellington; WisdomTree; Banamex; Scotia; Ixe; Valmex; Sura; GBM; Inbursa; HSBC; Finaccess; Vector; Invex; Interacciones; CI Fondos; Intercam; Invercap; Afirme; Monex; BNP Paribas ; Akaan Transamerica.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Mexico, Private, Quantitative Analysis Tagged With: , , , , , , , , , , ,

Flow Report – Chilean AFP Investments in Cross-Border Funds and ETFs – December 2017

January 15, 2018 by

Excel workbook detailing inflows / outflows of Chilean pension funds into international funds / ETFs. Includes names of all funds/ETFs as well as amounts invested in each. Data as of December 31, 2017.

Companies mentioned in this report: JP Morgan; PIMCO; Matthews; Vanguard; Allianz; TIAA-CREF; Vontobel; Threadneedle; Baring; Nordea; Invesco; Morgan Stanley; Aviva Investors; MFS; Dimensional; UBS; Wellington; WisdomTree; F&C; NN IP; GAM; Julius Baer; Oaktree; Credit Suisse; BTG Pactual; Natixis; Man; Rogge; Eurizon; Neuberger Berman; Security; AB; EuroAmerica; Fidelity; BlueBay; BNY Mellon AM; Ashmore; HSBC; Van Eck; Franklin Templeton; Pictet; Nomura; Robeco; Muzinich; Henderson; Goldman Sachs; Eastspring; BNP Paribas; BlackRock; Investec; Pioneer; Schroders; Aberdeen; Deutsche; State Street; Axa; iShares.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Chile, Private, Quantitative Analysis Tagged With: , , , , , , , , , , , , ,

Chilean regulator sets comment period for rules banning hedge funds from AFP portfolios

January 14, 2018 by

Amid concern from foreign distributors and managers, the Pensions Superintendency published a draft resolution on January 8 aimed at clarifying what types of hedge funds can be purchased by Chilean AFPs.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Chile, News and Trends, Private Tagged With: , , ,

Allianz GI’s ‘performance fee’ funds charge investors only when beating benchmarks over 12 months

January 14, 2018 by

“Investors are demanding a new value proposition from active managers that proves their ability to deliver returns above the benchmark,” said Douglas Eu, CEO US for AllianzGI.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: News and Trends, Private, Region Tagged With: , , , , ,

Drop in interest rates pushes Brazilian investors out of short-term funds

January 14, 2018 by

A drop in interest rates has provoked investors to diversify their allocations, with most moving a portion of their holdings to balanced and mixed funds.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Brazil, News and Trends, Private Tagged With: , , , , , , , , ,

Brazilian managers dust off BDR funds to meet clients’ demands for global diversification

January 13, 2018 by

Western Asset's Mauricio Lima notes that BDR funds are not subject to new, restrictive regulations on international fund investing, so institutional investors may continue to use them without restriction.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Brazil, News and Trends, Private Tagged With: , , , , , , , , , ,

Flow Report – Chilean Mutual Fund Manager (AGF) Investments in Cross-Border Funds and ETFs – December 2017

January 12, 2018 by

Excel workbook detailing inflows / outflows of Chilean mutual funds into international funds and ETFs. Includes names of all funds and ETFs as well as amounts invested in each. Data as of December 31, 2017.

Companies mentioned in this report: Aberdeen; AllianceBernstein; Allianz; Amundi; Ashmore; Aviva Investor; Axa; Banchile; BancoEstado; Baring; Baron; BBVA; Bci; Bestinver; Bice; BlackRock; Blackstone Asia; BNP Paribas; BNY Mellon AM; Bradesco; Brown Advisory; BTG Pactual; Carmignac; Claymore; CorpBanca; Credit Suisse; Cruz del Sur; Deutsche; Dexia; Direxion Shares; East Capital; Edmond de Rothschild; EGShares; ETF Securities; Euroamerica; F&C; Fidelity; First State Investments; First Trust; Franklin Templeton; GAM; Global X; Goldman Sachs; Guggenheim; Henderson; HSBC; IM Trust; IndexIQ; ING; Invesco; Investec; iShares; Itaú; JP Morgan; Julius Baer; Jupiter; La Française AM; LarrainVial; Legg Mason; Lombard Odier; M&G; Matthews Funds; MFS; Morgan Stanley; Muzinich; Natixis; Neuberger Berman; NEVASA HMC; Nomura; Nordea; Penta; Pictet; PIMCO; PineBridge; Pioneer; PowerShares; Principal; Proshares; Raiffeisen; REYL; Robeco; Santander; Schroders; Schwab; Scotia; Security; SEI; Skandia; State Street; Sura; T. Rowe Price; Threadneedle; TIAA-CREF; Traditional Funds; United States Commodity Fund; Van Eck; Vanguard; Vontobel; WisdomTree; Yacktman AM; Zurich; Banchile; Santande; Bice; Sura; Scotia; Euroamerica; Zurich; CorpBanca; BCI; BTG Pactual; BBVA; Principal; Penta; BancoEstado; IM Trust; Itaú; Cruz del Sur; LarrainVial; Security.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Chile, Private, Quantitative Analysis Tagged With: , , , , , , , , , , , , ,
« Previous Page
Next Page »